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Axon Enterprise（AXON）とBRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）の財務データ比較。上の社名をクリックして会社を切り替えられます
Axon Enterpriseの直近四半期売上が大きい（$796.7M vs $733.7M、BRIGHT HORIZONS FAMILY SOLUTIONS INC.の約1.1倍）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 8.8%）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.の直近四半期フリーキャッシュフローが多い（$258.5M vs $155.4M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 8.5%）
アクソン・エンタープライズは米国アリゾナ州スコッツデールに本社を置く企業で、軍隊、法執行機関、一般消費者向けに武器や技術関連製品の開発を手がけています。公共安全、国防、民生分野のそれぞれのニーズに応じた製品を提供している点が特徴です。
Bright Horizons Family Solutions Inc.は米国マサチューセッツ州ニュートンに本社を置く保育サービス事業者で、米国最大の企業主導型保育サービス提供会社です。予備保育・高齢者介護・授業料管理プログラム・教育アドバイス・学生ローン返済支援などのサービスも展開しています。
AXON vs BFAM — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $733.7M |
| 純利益 | $2.7M | — |
| 粗利率 | 57.9% | 19.3% |
| 営業利益率 | -6.3% | 6.2% |
| 純利益率 | 0.3% | — |
| 売上前年比 | 38.9% | 8.8% |
| 純利益前年比 | -98.0% | — |
| EPS（希薄化後） | $0.02 | $0.38 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $796.7M | $733.7M | ||
| Q3 25 | $710.6M | $802.8M | ||
| Q2 25 | $668.5M | $731.6M | ||
| Q1 25 | $603.6M | $665.5M | ||
| Q4 24 | $573.4M | $674.1M | ||
| Q3 24 | $544.3M | $719.1M | ||
| Q2 24 | $504.1M | $670.1M | ||
| Q1 24 | $460.7M | $622.7M |
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $78.6M | ||
| Q2 25 | $36.1M | $54.8M | ||
| Q1 25 | $88.0M | $38.0M | ||
| Q4 24 | $136.0M | — | ||
| Q3 24 | $67.0M | $54.9M | ||
| Q2 24 | $40.8M | $39.2M | ||
| Q1 24 | $133.2M | $17.0M |
| Q4 25 | 57.9% | 19.3% | ||
| Q3 25 | 60.1% | 27.0% | ||
| Q2 25 | 60.4% | 25.0% | ||
| Q1 25 | 60.6% | 23.4% | ||
| Q4 24 | 60.5% | 20.8% | ||
| Q3 24 | 60.8% | 25.2% | ||
| Q2 24 | 60.3% | 24.2% | ||
| Q1 24 | 56.4% | 21.7% |
| Q4 25 | -6.3% | 6.2% | ||
| Q3 25 | -0.3% | 15.1% | ||
| Q2 25 | -0.2% | 11.8% | ||
| Q1 25 | -1.5% | 9.4% | ||
| Q4 24 | -2.6% | 7.2% | ||
| Q3 24 | 4.4% | 12.4% | ||
| Q2 24 | 6.5% | 10.3% | ||
| Q1 24 | 3.5% | 6.4% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | 9.8% | ||
| Q2 25 | 5.4% | 7.5% | ||
| Q1 25 | 14.6% | 5.7% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 12.3% | 7.6% | ||
| Q2 24 | 8.1% | 5.8% | ||
| Q1 24 | 28.9% | 2.7% |
| Q4 25 | $0.02 | $0.38 | ||
| Q3 25 | $-0.03 | $1.37 | ||
| Q2 25 | $0.44 | $0.95 | ||
| Q1 25 | $1.08 | $0.66 | ||
| Q4 24 | $1.68 | $0.50 | ||
| Q3 24 | $0.86 | $0.94 | ||
| Q2 24 | $0.53 | $0.67 | ||
| Q1 24 | $1.73 | $0.29 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $1.7B | $140.1M |
| 総負債低いほど良い | $1.8B | $747.6M |
| 株主資本純資産 | $3.2B | $1.3B |
| 総資産 | $7.0B | $3.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.56× | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $140.1M | ||
| Q3 25 | $2.4B | $116.6M | ||
| Q2 25 | $2.1B | $179.2M | ||
| Q1 25 | $2.2B | $112.0M | ||
| Q4 24 | $788.1M | $110.3M | ||
| Q3 24 | $1.0B | $109.9M | ||
| Q2 24 | $968.9M | $140.2M | ||
| Q1 24 | $964.1M | $63.7M |
| Q4 25 | $1.8B | $747.6M | ||
| Q3 25 | $2.0B | $747.5M | ||
| Q2 25 | $2.0B | $797.0M | ||
| Q1 25 | $2.0B | $872.7M | ||
| Q4 24 | $680.3M | $918.4M | ||
| Q3 24 | — | $925.7M | ||
| Q2 24 | — | $931.9M | ||
| Q1 24 | — | $938.1M |
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.8B | $1.2B |
| Q4 25 | $7.0B | $3.9B | ||
| Q3 25 | $6.7B | $3.9B | ||
| Q2 25 | $6.2B | $3.9B | ||
| Q1 25 | $6.1B | $3.8B | ||
| Q4 24 | $4.5B | $3.9B | ||
| Q3 24 | $4.0B | $3.9B | ||
| Q2 24 | $3.7B | $3.8B | ||
| Q1 24 | $3.6B | $3.8B |
| Q4 25 | 0.56× | 0.56× | ||
| Q3 25 | 0.66× | 0.52× | ||
| Q2 25 | 0.73× | 0.57× | ||
| Q1 25 | 0.79× | 0.66× | ||
| Q4 24 | 0.29× | 0.72× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.73× | ||
| Q1 24 | — | 0.76× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $217.2M | $350.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $258.5M |
| FCFマージンFCF / 売上 | 19.5% | 35.2% |
| 設備投資強度設備投資 / 売上 | 7.8% | 12.6% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | — |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $402.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $350.7M | ||
| Q3 25 | $60.0M | $-17.6M | ||
| Q2 25 | $-91.7M | $134.2M | ||
| Q1 25 | $25.8M | $86.2M | ||
| Q4 24 | $250.2M | $337.5M | ||
| Q3 24 | $91.3M | $-8.9M | ||
| Q2 24 | $82.8M | $109.4M | ||
| Q1 24 | $-15.9M | $116.3M |
| Q4 25 | $155.4M | $258.5M | ||
| Q3 25 | $33.4M | $-42.4M | ||
| Q2 25 | $-114.7M | $115.4M | ||
| Q1 25 | $932.0K | $70.9M | ||
| Q4 24 | $225.4M | $240.2M | ||
| Q3 24 | $64.8M | $-32.2M | ||
| Q2 24 | $71.4M | $86.8M | ||
| Q1 24 | $-32.1M | $96.9M |
| Q4 25 | 19.5% | 35.2% | ||
| Q3 25 | 4.7% | -5.3% | ||
| Q2 25 | -17.2% | 15.8% | ||
| Q1 25 | 0.2% | 10.7% | ||
| Q4 24 | 39.3% | 35.6% | ||
| Q3 24 | 11.9% | -4.5% | ||
| Q2 24 | 14.2% | 13.0% | ||
| Q1 24 | -7.0% | 15.6% |
| Q4 25 | 7.8% | 12.6% | ||
| Q3 25 | 3.7% | 3.1% | ||
| Q2 25 | 3.4% | 2.6% | ||
| Q1 25 | 4.1% | 2.3% | ||
| Q4 24 | 4.3% | 14.4% | ||
| Q3 24 | 4.9% | 3.2% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | 3.5% | 3.1% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | -0.22× | ||
| Q2 25 | -2.54× | 2.45× | ||
| Q1 25 | 0.29× | 2.26× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | -0.16× | ||
| Q2 24 | 2.03× | 2.79× | ||
| Q1 24 | -0.12× | 6.85× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
BFAM
セグメントデータなし
